Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.569 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47930.83 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46536.43 Kr¶
PnL: ---------------------------------------> -352.14 Kr¶
DD now: ---------------------------------> -1.438 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 17:06:10.391483'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.510000 | 3151.200000 | 180.200000 | 6.070000 | 2971.000006 |
| HEBA B | 70 | -2.560000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.010000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.610000 | 427.000000 | 72.000000 | 20.280000 | 355.000000 |
| Corem Property Group B | 59 | -2.940000 | 643.100000 | 66.100000 | 11.460000 | 576.999999 |
| Boozt | 12 | 0.770000 | 1719.600000 | 65.600000 | 3.970000 | 1653.999996 |
| OEM International B | 7 | 2.020000 | 567.000000 | 39.000000 | 7.390000 | 527.999997 |
| HMS Networks | 2 | -1.220000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| Intrum | 4 | 1.980000 | 557.000000 | 30.000000 | 5.690000 | 527.000000 |
| Norva24 Group | 16 | 5.020000 | 569.280000 | 26.280000 | 4.840000 | 543.000000 |
| MedCap | 2 | 1.360000 | 446.000000 | 25.000000 | 5.940000 | 421.000000 |
| SAAB B | 8 | 0.140000 | 3399.200000 | 22.200000 | 0.660000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.240000 | 553.600000 | 21.600000 | 4.060000 | 532.000000 |
| Eastnine | 4 | 0.950000 | 510.400000 | 19.400000 | 3.950000 | 491.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.830000 | 257.520000 | 11.520000 | 4.680000 | 246.000000 |
| AcadeMedia | 12 | 1.160000 | 567.120000 | 10.120000 | 1.820000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Resurs Holding | 22 | 0.080000 | 579.040000 | 5.040000 | 0.880000 | 573.999998 |
| Securitas B | 6 | 0.930000 | 574.680000 | 4.680000 | 0.820000 | 570.000000 |
| Swedbank A | 3 | 1.420000 | 567.000000 | 3.000000 | 0.530000 | 564.000000 |
| Creaspac SPAC | 6 | 0.210000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Karnov Group | 9 | -1.970000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| CTEK | 13 | 1.790000 | 532.220000 | -1.780000 | -0.330000 | 533.999999 |
| Essity B | 2 | -1.520000 | 571.200000 | -2.800000 | -0.490000 | 574.000000 |
| Handelsbanken A | 5 | -0.510000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | -1.510000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Essity A | 4 | -2.230000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.450000 | 3433.600000 | -20.400000 | -0.590000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.310000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Vivesto | 1368 | 1.860000 | 569.360000 | -43.640000 | -7.120000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.300000 | 3731.000000 | -119.000000 | -3.090000 | 3850.000000 |
| Axfood | 13 | 1.120000 | 3628.300000 | -127.700000 | -3.400000 | 3756.000001 |
| OX2 | 18 | 0.890000 | 1527.300000 | -136.700000 | -8.220000 | 1663.999992 |
| Ovzon | 52 | 2.650000 | 3016.000000 | -346.000000 | -10.290000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.910000 | 3426.500000 | -384.500000 | -10.090000 | 3810.999990 |
| TOTAL | 46536.430000 | -352.140000 | -1.43751% | 46888.564618 |
Updated:¶
'2023-01-18 17:06:22.989476'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
